Jun. 5 at 8:22 PM
$ASTH most under the radar play on
$UNH $HUM and all mgd care.
Growing top line and ebitda teens+, trading 8x 27 ebitda estimates which are too low. Going to beat and raise rest of year.
If you believe health insurance cycle is turning, this is best r/r.
Private comp bought last qtr by
$HUM for 14x. Worse company.
At 14x 27 this is:
14x325 =4,550
-500 net debt
/55mm shares
$73.50.
Downside limited trading near all time low valuation.
